For long-term Nigerian stock investors
Build, track and transfer generational wealth with a structured long-term portfolio planning system.
Fictional example for demonstration. Ada is not a real person and this is not a real portfolio.
The problem
Shares bought over many years, dividends paid into different accounts, a plan that was never written down. When the person who knows it all is not there, the family is left to piece it together.
Broker statements, registrar letters and dividend alerts sit in different inboxes, drawers and apps.
The goal set five years ago, and the reasons behind each decision, fade when they are never written down.
Without a written policy, it is hard to review progress calmly or explain your approach to anyone else.
Families often struggle to trace holdings, unclaimed dividends and named beneficiaries when the time comes.
The solution
Legacy Portfolio Planner brings your goal, your portfolio records, your dividend history and your written investment policy into one place you control. It is organised the way a careful annual review runs, so you can update it in minutes and hand it on with confidence.
Features overview
Holdings, trades and true money-weighted return for every position.
Log dividends after withholding tax and see expected payments on a calendar.
A legacy target plus goals such as a home, education or a car.
Compare today's mix with the targets you set and see where it has drifted.
Your position, scenarios and gaps at a glance.
A written Investment Policy Statement in a format advisers recognise.
Net worth and estate view, plus checks for a will and named beneficiaries.
Three scenarios, 500 simulated paths and four editable shocks.
Interactive preview
Choose a screen to look inside the planner, then open the free web demo to explore a sample plan yourself. Nothing to install and nothing saved.
Where the plan stands today, what each scenario implies by the target age under your assumptions, and what would close any gap.
SAMPLE DATA FOR DEMONSTRATION PURPOSES ONLY. Screens show Ada Okafor, a fictional investor. Holdings are anonymised and every projection is an illustration of assumptions, not a forecast.
How it works
Set your target in today's money, your timeline, your monthly amount and the mix you want to hold.
Switch on what you own, record trades and dividends, and let the dashboard show where you stand.
Write your Investment Policy Statement and keep a record of why each decision was made.
Back up your plan file and keep it with your will so the people you trust can find everything.
What buyers say
Get the planner
Buy securely on Selar. Your personal licensed copy is e-mailed to you within 24 hours of purchase. See the current purchase page for the latest pricing.
